Financial Services Admin & CRM Specialist

TalentLink Solutions; Saint Joseph (MO); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Flexible working environment

Supportive team atmosphere

Job summary

A financial services firm in St. Joseph, MO is seeking an Administrative Assistant to provide support to Advisors and clients. This role involves greeting clients, scheduling meetings, maintaining records in the CRM, and handling office operations. The ideal candidate is organized, tech-savvy, and enjoys enhancing client experiences. Qualifications include a High School Diploma, proven experience in administrative roles, and proficiency in Microsoft Office Suite and CRM software. The position offers a dynamic work environment focused on exceptional client service.

Qualifications

• 1-3 years of proven experience in a professional setting required; 5+ years preferred.
• Excellent organizational and time management skills.
• Strong technology skills and proficiency in Microsoft Office Suite.

Responsibilities

• Greet and welcome clients in a professional manner.
• Schedule and confirm appointments for multiple individuals.
• Maintain accurate client records in the CRM system.

Skills

Organizational skills

Time management

Written communication

Verbal communication

Proficiency in Microsoft Office Suite

Technical adaptability

Interpersonal skills

Education

High School Diploma or GED

Bachelor’s degree in business administration or related field preferred

Tools

Microsoft Office Suite

CRM software (Redtail)

NetX360

Albridge

Job description

A financial services firm in St. Joseph, MO is seeking an Administrative Assistant to provide support to Advisors and clients. This role involves greeting clients, scheduling meetings, maintaining records in the CRM, and handling office operations. The ideal candidate is organized, tech-savvy, and enjoys enhancing client experiences. Qualifications include a High School Diploma, proven experience in administrative roles, and proficiency in Microsoft Office Suite and CRM software. The position offers a dynamic work environment focused on exceptional client service.